Day: August 27, 2014

Marketing Smarter: Hitting Your Niche

Position Yourself To Become the Obvious Choice

Presented by BrightTALK’s Finance Channel

Why should an individual seeking a financial advisor contact YOU? Why should your clients risk their reputation and REFER you? What makes you STAND OUT?

If you answered, “Great customer service!” or “Experience!” your voice evaporated in a crowd of thousands. If you talk about your credentials, how you’re paid, or your fiduciary responsibility, you’ll only confuse the stranger you’ve just met.

Wouldn’t you like to be SOUGHT OUT by prospects instead of constantly chasing them? As a financial advisor, you need to establish a connection with the clients you’re looking to serve. If prospects aren’t finding YOU, you are missing your niche.

In this program, you’ll learn how to differentiate yourself so that you become the OBVIOUS CHOICE for clients. You’ll discover practical strategies for developing a niche that single you out as the “go-to” expert.

Accept that you can’t be all things to all people and enjoy the benefits that go with hitting your niche.

WHO SHOULD ATTEND

Financial advisors, in business 1-50 years who are:

— not currently running a niched firm and know it’s time to focus on one niche

— running a niched business but their niche just isn’t working out the way they thought

— 10-20 years away from retirement and are ready to create a niche as a way to purposefully grow their firm as part of their nest egg

Join us to discover:

– Common mistakes financial advisors make around niching

– 3 specific steps to help you identify the best niche for you and your firm